BROWN BOX SOFTWARE

SMRP

Small/Medium Resource Planning System

SMRP is a complete business management suite for small and medium businesses, built by Brown Box Software. Accounting, customer management, supply chain, manufacturing, HR, expenses and stock counting live in one system, behind one sign-in. It is offered to accounting and bookkeeping practices as a white label platform: you present it to your clients as your own system, you keep the client relationships, and you decide what your clients pay. For you as an accountant, the point is simple: the work your clients do every day is captured once, at the source, and flows into books you can trust.

Your practice, your brand: the white label model

Brown Box Software supplies the platform; you supply the client relationship. Accounting and bookkeeping practices offer SMRP to their own clients as their own system, under their own brand and on their own domain. Your clients stay your clients.

What the partnership costs

What your clients pay

The price your clients pay is yours to set. Brown Box Software provides a recommended retail price (MSRP) as a guide, but you are free to price SMRP however suits your practice, for example as a separate subscription or bundled into your service fees.

The suite at a glance

Every user signs in once and sees only the applications their role includes. The launch screen is the front door to the whole suite.

Accounting: your primary workspace

The Accounting application is organized the way an accountant thinks: receivables, payables, then the accountant's own tools for the ledger.

What is in the menu

Banking and payment connections

Accounting connects through APIs to Mercury Bank, PayPal and Stripe, so the ledger is linked to where your client's money actually moves. Further APIs can be added to meet a client's needs.

Vendor invoices: from inbox to Accounts Payable

SMRP includes a built-in document system with AI-assisted data extraction, together with a direct mail system. Vendors email their invoices to the business, and each one is captured, read, reviewed and moved into Accounts Payable, with no re-keying along the way.

The result for your practice: invoice data entry shrinks to a review step, and every bill keeps its source document attached.

Tax: from the books to the return

SMRP does not stop at the ledger. The Tax page maps the books to the income-tax return, shows the differences between book and tax figures, and prepares 1099s and payroll tie-outs, so the numbers a client's books produce reach you already laid out in return form. It works for clients in the following regions:

United StatesAustraliaNew ZealandCanadaUnited KingdomEuropean Union

Choose the year and the return

A tax year selector and a return selector sit at the top of the page. The return defaults from the company's tax entity type, which is set in Admin → Company Settings → Tax Settings. The screenshots in this section show the US returns; for US clients, four returns are available:

What the Return tab shows (US returns)

• Books, Adjustments and Return. Each line (gross profit, total income, total deductions and the bottom line) shows the book balance mapped to the return, any book-to-tax adjustment, and the resulting return figure.
• Schedule M-1 reconciliation. Net income per books is carried to income per return, with lines for expenses on the books not deducted on the return (for example meals limited to 50%), income not recorded on the books, and deductions not charged against book income (for example tax depreciation and Section 179). A check confirms the result agrees with the bottom line of the return.
• Equity roll-forward. Beginning balance, net income per books, capital contributed, distributions and other changes lead to the ending balance. This is Schedule M-2 on the partnership and corporate returns, and an owner's equity roll-forward on Schedule C.
• Export and detail. Every return can be exported to CSV, and a Show empty lines switch reveals lines with no activity.

Alongside the Return tab are further tabs named Book-to-Tax, Tax Mapping, Trial Balance, Workpapers, 1099s & W-9s and Payroll, which support the preparer's review and the 1099 and payroll tie-outs.

Controls and audit trail

The Admin application is where an accountant will spend time confirming that a client's books are protected. Four features matter most.

Role-based access, system by system

Each user is given an access level for each application, for example Accounting: Admin alongside CRM: Viewer. A salesperson can see customer records without ever touching the ledger.

A permanent audit log

The audit log records every change to every record: who made it, when, from where, and what the value was before. Entries cannot be edited or deleted. It can be filtered by date, user, record type and action, and exported to CSV for your own working papers.

Financial records are voided, never deleted

Records deleted anywhere in the system are held in a Deleted Items area until they are restored or permanently removed. Financial records are never deleted at all: they are voided, so the trail stays intact. The retention setting can keep deleted items forever or purge them after a chosen period.

Live and Sandbox data

A Sandbox switch in the header, and a matching Live and Sandbox filter in the audit log, keep test activity distinguishable from live records. That makes it safe to train staff or trial a new workflow before it touches the real books.

A worked example: expense claim to ledger

The demo company's audit log shows how an operational event becomes an accounting entry without anyone touching the ledger. A $100 Travel and Entertainment claim, paid on a personal card, was approved and then reimbursed:

The Expenses app on a phone (see Mobile apps) shows the same claim as Reimbursed.

The rest of the suite

Beyond Accounting, the other applications give your clients one system for running the business, and give you one source for the numbers.

• CRM manages contacts and companies, the sales pipeline, activities, scheduling, campaigns, mail, mail groups and support tickets.
• Supply Chain covers suppliers, inventory, purchase orders and shipments, with low stock alerts against reorder points.
• Manufacturing adds work centers, bills of materials and work orders for clients who make what they sell.
• HR handles employees, departments, leave requests and payroll, and payroll posts to the general ledger.
• Stock Take lets staff count stock on the web or a phone. Differences go through an approval step before they reach inventory and the ledger.
• Business Intelligence provides dashboards and saved reports across the whole business.

Integrations

SMRP connects to the services your clients already use. Credentials are stored encrypted and are never shown again after saving.

Mobile apps

Two SMRP tools are built for people who are away from a desk. Stock Take and Expenses both run on the web today and are ready to load to Google Play and the App Store.

Suggested path for setting up a client

The Accountant menu is laid out in the order most setups follow. A sensible sequence for a new client:

1. Set up users and roles in Admin, giving each person the right level for each application.
2. Review Company Settings and build the Chart of Accounts. Set the tax entity type under Tax Settings so the right return is used by default.
3. Enter Opening Balances so the books begin where the client's previous system ended.
4. Add Bank Accounts and Credit Cards, and connect Mercury Bank, PayPal or Stripe where the client uses them.
5. Turn on vendor invoice intake so suppliers can email invoices directly, and review the first few extractions together.
6. Connect payroll and shipping (Gusto or ADP, and the client's carriers) if they apply.
7. Run Bank Reconciliation and review Reports, then use the Audit Log to confirm who is doing what.
8. Review the draft return on the Tax page, including the book-to-tax differences, before the figures go to the preparer.